Sales: Duplicate Management, Sales Path, and More

Spring ’15 makes it easier to manage duplicate records and guide reps
through the sales process. And there’s more. The newly christened Enterprise Territory Management
includes key enhancements for tracking territories across companion objects, and with
Collaborative Forecasts, sales reps can now make their own adjustments. Email Connect, Salesforce
for Outlook, and Activities also offer exciting new capabilities.

Duplicate Management (Generally Available)
Maintaining clean and accurate data is one of the most important things you can do to help your organization get the most out of Salesforce, so we’re excited to introduce Data.com Duplicate Management. Now you can control whether and when you allow users to create duplicate records inside Salesforce; customize the logic that’s used to identify duplicates; and create reports on the duplicates you do allow users to save.

Sales Reps Can Close Sales Faster with Sales Path
Help sales reps on the go keep their eyes on the prize—from anywhere. Sales Path guides your reps through each stage of your company’s sales process and helps them stay focused on important sales tasks, so your reps can close their deals quickly.

Enterprise Territory Management
To reflect our ongoing commitment to developing full-featured enterprise CRM solutions, we’ve renamed Territory Management 2.0 to “Enterprise Territory Management”. Our latest features offer more options for assigning and managing relationships among accounts, territories, and opportunities, greater insight into territory characteristics through custom fields on list views and records, and additional territory information on select reports. We’ve also made a few updates to the API and Metadata API. See those sections of these release notes for more information.

Salesforce for Outlook
Get your sales teams on the path to higher productivity with features that help sales professionals better manage tasks and track the emails they add to Salesforce records.

Activities
Events and tasks are the building blocks of sales productivity. We’ve made enhancements that boost your sales teams’ edge over the competition, along with updates to improve performance and usability.